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Twilio Inc

TWLO
交易所
NYSE
產業
Services-Prepackaged Software
SEC CIK
0001447669

近 90 天，Twilio Inc 內部人申報 0 筆公開市場買進、7 筆賣出；2026 年第 2 季末有 970 家機構在 13F 申報持有，市值合計 $284.8 億；沒有大師持有。

2025 年第 3 季與 2025 年第 2 季比較

持有 Twilio Inc 的機構從 2025 年第 2 季到 2025 年第 3 季的變化。

2025 年第 3 季全部持有人2025 年第 2 季全部持有人

TWLO 的 13F 持有人：2025 年第 2 季與 2025 年第 3 季比較
項目2025 年第 2 季其中尚未申報 2025 年第 3 季2025 年第 3 季變化
持有家數82214776−32
股數1.31 億193.1 萬1.40 億+1,111 萬 (+8.6%)
市值$163.1 億$2.40 億$140.7 億−$19.9 億 (−12.4%)

14 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 季：沒申報不算清倉，所以變化不計入它們。

新進機構（120 家）

2025 年第 3 季季末持有 Twilio Inc、2025 年第 2 季季末沒有持有的機構。

依市值列出前 100 家，共 120 家。

2025 年第 3 季新進 TWLO 的機構
機構股數市值佔組合 %
Slate Path Capital LP454,900$4,553 萬0.70%
Retirement Systems of Alabama368,962$3,693 萬0.12%
Baird Financial Group, Inc.315,344$3,156 萬0.05%
Ardmore Road Asset Management LP250,000$2,502 萬1.62%
Flight Deck Capital, LP80,300$803.7 萬6.09%
Meritage Portfolio Management76,318$763.9 萬0.51%
Mutual of America Capital Management LLC70,860$709.2 萬0.07%
AXA Investment Managers S.A.66,733$667.9 萬0.02%
Impax Asset Management Group plc65,636$657.0 萬0.04%
State of Tennessee, Treasury Department60,654$607.1 萬0.02%
Brandywine Global Investment Management, LLC60,292$606.3 萬0.04%
Trexquant Investment LP57,410$574.6 萬0.06%
Sora Investors LLC57,143$571.9 萬0.53%
Teachers Retirement System of the State of Kentucky46,500$465.4 萬0.04%
Qsemble Capital Management, LP44,860$449.0 萬0.44%
XTX Topco Ltd44,824$448.6 萬0.23%
Louisiana State Employees Retirement System42,700$427.4 萬0.07%
CAPROCK Group, Inc.37,736$398.5 萬0.10%
Commonwealth of Pennsylvania Public School Empls Retrmt Sys39,378$394.1 萬0.02%
Sienna Gestion40,103$366.0 萬0.26%
Campbell Capital Management Inc36,125$361.6 萬1.39%
Cinctive Capital Management LP34,601$346.3 萬0.17%
Northwestern Mutual Investment Management Company, LLC34,200$342.3 萬0.05%
Occam Crest Management LP32,000$320.3 萬2.17%
Munich Reinsurance Co Stock Corp in Munich31,734$317.6 萬0.08%
New Mexico Educational Retirement Board31,400$314.3 萬0.10%
Oregon Public Employees Retirement Fund30,900$309.3 萬0.04%
Ameritas Investment Partners, Inc.28,762$287.9 萬0.09%
NFJ Investment Group, LLC22,531$225.5 萬0.08%
Sphera Management Technology Funds Ltd20,000$200.2 萬1.01%
John G Ullman & Associates Inc19,741$197.6 萬0.27%
State of Alaska, Department of Revenue16,410$164.2 萬0.02%
Credit Agricole S A16,019$160.3 萬0.01%
Fluent Financial, LLC15,414$154.3 萬0.60%
Virtu Financial LLC15,325$153.4 萬0.09%
Optimize Financial Inc13,639$136.5 萬0.71%
Krane Funds Advisors LLC12,293$130.4 萬0.04%
Bouvel Investment Partners, LLC11,753$117.6 萬0.36%
Securian Asset Management, Inc11,491$115.0 萬0.03%
Susquehanna Portfolio Strategies, LLC11,191$112.0 萬0.02%
TLWM9,444$94.5 萬0.17%
Edgestream Partners, L.P.7,821$78.3 萬0.02%
Torrey Growth & Income Advisors6,840$68.5 萬0.20%
South Dakota Investment Council6,700$67.1 萬0.01%
ProShare Advisors LLC6,695$67.0 萬0.00%
National Pension Service6,520$65.3 萬0.00%
Sanders Morris Harris LLC6,477$64.8 萬0.09%
Allstate Corp5,982$59.9 萬0.01%
Weiss Asset Management LP5,855$58.6 萬0.01%
CIBC Bancorp USA Inc.5,474$54.8 萬0.00%
Shelton Capital Management5,369$53.7 萬0.01%
Limestone Investment Advisors LP4,930$49.3 萬0.22%
Moran Wealth Management, LLC4,910$49.1 萬0.01%
Krilogy Financial LLC3,367$44.2 萬0.02%
111 Capital4,390$43.9 萬0.08%
United Advisor Group, LLC4,338$43.4 萬0.06%
Meiji Yasuda Asset Management Co Ltd.3,916$39.2 萬0.02%
Bridgefront Capital, LLC3,689$36.9 萬0.11%
Fifth Third Wealth Advisors LLC3,663$36.7 萬0.01%
Citizens Financial Group Inc3,618$36.2 萬0.00%
Profund Advisors LLC3,586$35.9 萬0.01%
GTS Securities LLC3,267$32.7 萬0.01%
Chicago Capital, LLC3,199$32.0 萬0.01%
GenTrust, LLC3,023$30.3 萬0.01%
GK Wealth Management LLC2,958$29.6 萬0.22%
Requisite Capital Management, LLC2,886$28.9 萬0.05%
Axq Capital, LP2,654$26.6 萬0.10%
Rafferty Asset Management, LLC2,651$26.5 萬0.00%
Colonial River Wealth Management, LLC2,367$23.7 萬0.09%
Axxcess Wealth Management, LLC2,367$23.7 萬0.01%
D.A. Davidson & Co.2,305$23.1 萬0.00%
Silver Lake Advisory, LLC2,300$23.0 萬0.09%
Syon Capital LLC2,166$21.7 萬0.01%
Johnson & White Wealth Management, LLC2,070$20.7 萬0.09%
Lecap Asset Management Ltd2,069$20.7 萬0.07%
Interchange Capital Partners, LLC2,043$20.4 萬0.04%
Quent Capital, LLC1,540$15.4 萬0.01%
AlphaCore Capital LLC1,340$13.4 萬0.00%
Quadrant Capital Group LLC1,075$10.8 萬0.00%
Point72 Europe (London) LLP1,005$10.1 萬0.01%
Ofi Invest Asset Management1,044$8.89 萬0.00%
Noble Wealth Management PBC625$6.26 萬0.03%
Quaker Wealth Management, LLC600$6.01 萬0.02%
Aventura Private Wealth, LLC500$5.00 萬0.02%
Root Financial Partners, LLC481$4.81 萬0.00%
Cloud Capital Management, LLC425$4.20 萬0.02%
Strategic Advocates LLC297$2.97 萬0.01%
Wealthspire Advisors, LLC288$2.88 萬0.00%
Sofos Investments, Inc.283$2.83 萬0.01%
First Horizon Corp275$2.75 萬0.00%
Optiver Holding B.V.230$2.30 萬0.00%
ORG Wealth Partners, LLC150$1.50 萬0.00%
Deseret Mutual Benefit Administrators138$1.38 萬0.01%
Farmers & Merchants Investments Inc120$1.20 萬0.00%
Altshuler Shaham Ltd100$1.00 萬0.00%
Marquette Asset Management, LLC61$6,1060.00%
High Note Wealth, LLC52$5,2050.00%
Wall Street Access Asset Management, LLC36$3,6030.00%
Transamerica Financial Advisors, Inc.30$3,0030.00%
Retirement Wealth Solutions LLC21$2,1020.00%

清倉機構（152 家）

2025 年第 2 季季末持有 Twilio Inc、2025 年第 3 季有申報但已經沒有持有的機構。

依市值列出前 100 家，共 152 家。

2025 年第 3 季清倉 TWLO 的機構
機構2025 年第 2 季股數2025 年第 2 季市值
Qube Research & Technologies Ltd1,129,453$1.40 億
Polar Capital Holdings Plc792,236$9,852 萬
Summit Partners Public Asset Management, LLC633,220$7,875 萬
Castle Hook Partners LP558,776$6,949 萬
Maplelane Capital, LLC515,000$6,405 萬
Temasek Holdings (Private) Ltd349,729$4,349 萬
Oribel Capital Management, LP301,000$3,743 萬
Driehaus Capital Management LLC268,404$3,338 萬
Cooper Creek Partners Management LLC231,506$2,879 萬
Railway Pension Investments Ltd199,727$2,484 萬
AXA S.A.75,001$932.7 萬
Delta Global Management LP71,159$884.9 萬
Concentric Capital Strategies, LP71,138$884.7 萬
Chase Investment Counsel Corp50,277$625.2 萬
Stanley-Laman Group, Ltd.49,014$609.5 萬
Leuthold Group, LLC36,638$455.6 萬
Thames Capital Management LLC35,799$445.2 萬
Alight Capital Management LP35,000$435.3 萬
First American Trust, FSB31,802$395.5 萬
Wakefield Asset Management LLLP30,063$373.9 萬
Royal Fund Management, LLC29,820$370.8 萬
Interval Partners, LP29,289$364.2 萬
Jacobs Levy Equity Management, Inc25,006$311.0 萬
SummitTX Capital, L.P.20,912$260.1 萬
DDD Partners, LLC18,487$229.9 萬
Pinnacle Wealth Management, LLC16,303$202.7 萬
Diker Management LLC16,000$199.0 萬
J. Safra Sarasin Holding AG15,293$190.2 萬
Hudson Bay Capital Management LP14,903$185.3 萬
Smith Group Asset Management, LLC14,700$182.8 萬
Martingale Asset Management L P12,365$153.8 萬
Nkcfo LLC11,000$136.8 萬
Northwest & Ethical Investments L.P.10,770$132.3 萬
Virtue Capital Management, LLC9,915$123.3 萬
Diversified Trust Co8,930$111.1 萬
Options Solutions, LLC8,370$104.1 萬
Encompass More Asset Management8,067$100.3 萬
Retireful, LLC7,976$99.2 萬
Envestnet Portfolio Solutions, Inc.7,926$98.6 萬
Integrated Quantitative Investments LLC7,890$98.1 萬
Hillsdale Investment Management Inc.7,220$89.8 萬
Moore Capital Management, LP7,014$87.2 萬
Frank, Rimerman Advisors LLC5,976$74.3 萬
Eqis Capital Management, Inc.5,530$68.8 萬
Quantitative Investment Management, LLC5,332$66.3 萬
American Trust5,321$66.2 萬
Point72 Asia (Singapore) Pte. Ltd.5,174$64.3 萬
Park Avenue Securities LLC4,999$62.2 萬
Paloma Partners Management Co4,901$60.9 萬
Quadcap Wealth Management, LLC4,280$53.2 萬
Erste Asset Management GmbH4,222$51.4 萬
Shay Capital LLC4,100$51.0 萬
iA Global Asset Management Inc.4,003$49.8 萬
Neumann Advisory Hong Kong Ltd4,000$49.7 萬
Group One Trading, L.P.3,978$49.5 萬
Gladstone Institutional Advisory LLC3,977$49.5 萬
Financiere des Professionnels - Fonds d,investissement inc.3,832$47.7 萬
Peak Financial Advisors LLC3,831$47.6 萬
Atlas Wealth LLC4,000$46.9 萬
WPWealth LLP3,701$46.0 萬
West Michigan Advisors, LLC3,614$44.9 萬
Compass Capital Corp3,395$39.5 萬
Ellevest, Inc.3,153$39.2 萬
Menard Financial Group LLC3,131$38.9 萬
Apollon Wealth Management, LLC3,098$38.5 萬
BCJ Capital Management, LLC3,049$37.9 萬
Change Path, LLC2,891$36.0 萬
Financial Advocates Investment Management2,714$33.8 萬
Counterpoint Mutual Funds LLC2,713$33.7 萬
Natixis2,644$32.9 萬
AE Wealth Management LLC2,582$32.1 萬
Laurion Capital Management LP2,508$31.2 萬
Sym Financial Corp2,432$30.2 萬
Independent Financial Group, LLC2,248$28.0 萬
Xcel Wealth Management, LLC2,226$27.7 萬
V-Square Quantitative Management LLC2,179$27.1 萬
Triumph Capital Management2,176$27.1 萬
Arete Wealth Advisors, LLC2,171$27.0 萬
Massar Capital Management, LP2,098$26.1 萬
Austin Private Wealth, LLC2,085$25.9 萬
Whalen Wealth Management Inc.2,072$25.8 萬
Tocqueville Asset Management L.P.1,975$24.6 萬
Founders Financial Alliance, LLC1,962$24.4 萬
Clear Creek Financial Management, LLC1,945$24.2 萬
Personal Cfo Solutions, LLC1,939$24.1 萬
Warren Averett Asset Management, LLC1,925$23.9 萬
McAdam, LLC1,914$23.8 萬
Buckingham Strategic Partners1,918$23.8 萬
Bay Rivers Group1,908$23.7 萬
HBW Advisory Services LLC1,897$23.6 萬
Optas, LLC1,894$23.6 萬
Equitable Holdings, Inc.1,866$23.2 萬
Gsa Capital Partners LLP1,867$23.2 萬
SP Asset Management LLC1,865$23.2 萬
Financial Guidance Group, Inc.1,826$22.7 萬
Vestmark Advisory Solutions, Inc.1,817$22.6 萬
Wealthcare Advisory Partners LLC1,813$22.5 萬
Concurrent Investment Advisors, LLC1,804$22.4 萬
Accurate Wealth Management, LLC1,896$22.3 萬
Kera Capital Partners, Inc.1,788$22.2 萬

尚未申報 2025 年第 3 季的機構（14 家）

2025 年第 2 季季末持有 Twilio Inc、還沒有申報 2025 年第 3 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 2 季持有 TWLO、尚未申報 2025 年第 3 季的機構
機構2025 年第 2 季股數2025 年第 2 季市值
Norges Bank1,840,436$2.29 億
Forte Capital LLC35,080$436.3 萬
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH31,923$397.0 萬
Avantax Advisory Services, Inc.6,828$84.9 萬
CIBC World Markets Corp6,063$75.4 萬
Atria Wealth Solutions, Inc.5,851$72.1 萬
Congress Wealth Management LLC2,882$35.9 萬
First Horizon Advisors, Inc.1,417$17.6 萬
Centricity Wealth Management, LLC316$3.93 萬
Financial Gravity Companies, Inc.283$3.52 萬
PrairieView Partners, LLC100$1.20 萬
Iron Horse Wealth Management, LLC64$7,959
Oliver Lagore Vanvalin Investment Group50$4,896
Parkworth Wealth Management, Inc.8$995